Cornerstone Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cornerstone Advisory’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,901	Closed	-$106K	–	347
2021 Q4	$106K	Buy	+1,901	New	+$101K	0.02%	326

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Advisory's DGRO Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2022, closing a stake of 1,901 shares — an estimated $106K sold.

Cornerstone Advisory first reported a position in DGRO in Q4 2021 and held it in 1 quarter. The position peaked at $106K in Q4 2021. 783 funds tracked by Wall St. Rank hold DGRO as of Q1 2022.

Cornerstone Advisory reported no remaining iShares Core Dividend Growth ETF position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 1,901 iShares Core Dividend Growth ETF shares in Q1 2022, an estimated $106K.
Cornerstone Advisory first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's iShares Core Dividend Growth ETF position peaked at $106K in Q4 2021.
783 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.